1.Detect new form lead submission
Integrate Facebook Lead Ads, lead forms, and ad tracking data to trigger lead creation from new submissions.
Create consented CRM leads from paid social forms
Automatically capture new leads from Facebook Lead Ads across Formatter by Zapier and Salesforce. Create and update consented CRM leads when new lead arrives, consent responses get submitted, or academic year providedβso you can create lead records, update campaign members, and apply consent flags without manual lead entry.
How this automation creates consented CRM leads
When paid social form leads arrive with uncertain consent and messy academic-year fields, delays can stall nurture and reporting. This automation normalizes consent inputs and creates or updates Salesforce lead and campaign membership recordsβso your team can launch timely outreach.
Facebook Lead Adsor swap with your favorite app
2.Normalize consent and academic year
Integrate Formatter by Zapier, lookup tables, and data mapping tools to normalize consent responses and academic-year inputs.
Formatter by Zapieror swap with your favorite app
3.Find lead by email
Integrate Salesforce and CRM search tools to look up an existing lead and retrieve the matched Lead ID.
Salesforceor swap with your favorite app
4.Create lead when no match exists
Integrate Salesforce, CRM fields, and consent mapping to create a new lead record with normalized consent and core details.
5.Add or update campaign member
Integrate Salesforce and campaign tracking fields to add or update campaign membership and set outreach status.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Explore all lead generation automations
Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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